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Compare HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund

Risk

Moderate
Moderate

Rating

2.0
3.0

Min SIP Amount

₹1000
₹500

Expense Ratio

1.17
1.62

NAV

₹42.62
₹74.30

Fund Started

14 Nov 2002
04 May 1998

Fund Size

₹48.61 Cr
₹312.61 Cr

Exit Load

-
-

1 Year

5.56%
5.77%

3 Year

6.23%
6.83%

5 Year

4.08%
7.96%

Equity

0.00%
0.00%

Cash

1.27%
2.92%

Top 10 Holdings

-
-

Name

-
-

Start Date

-
-

Description

The scheme seeks to generate regular income through a diversified portfolio of fixed income securities such that the Macaulay duration of the portfolio is between 4 years to 7 years.
The scheme seeks to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.

Launch Date

14 Nov 2002
04 May 1998

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